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Lin
AAPL
Buy
Buy: $GOOGL
Just initiated a position in Alphabet.
It’s one of the cheapest stocks among the Magnificent Seven and one of the few that truly covers the full AI stack: chips, data centers, foundational models, and consumer interfaces.
Alphabet can fund all of this through the $100 billion in annual profits it generates from its core businesses.
That’s not even counting its large private portfolio, which gives you indirect exposure to companies like Anthropic and SpaceX through Google’s venture arm.
Previous Updates
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- Weekly Market Update: Big Tech Divergence
- Weekly Market Update: Accumulation
- Weekly Market Update: The Best Quarter
- Weekly Market Update: Rate Hikes
- Weekly Market Update: AI is Not Slowing Down
- Market Update: Has AGI Arrived?
- Weekly Market Update: Consolidation
- Weekly Market Update: September is Here
- Market Update: Nvidia Crushes Earnings
- Weekly Market Update: Yields
- Market Update: The Future of Biotech
- Weekly Market Update: Earnings Acceleration
- Market Update: The Next Generation of AI Infrastructure